Why Independent?
Independence allows us to put client interests first, free from proprietary products, sales quotas, and institutional incentives that can influence investment recommendations.
“At Fierce, we believe investing should be deeply personalized. Our boutique approach to wealth management offers clients highly customized investment strategies with unparalleled service.”
Request an IntroductionA different approach to wealth management, built around independence, personal attention, and investment expertise.
Independence allows us to put client interests first, free from proprietary products, sales quotas, and institutional incentives that can influence investment recommendations.
A selective client base allows us to provide personalized attention, direct access to decision-makers, and investment strategies tailored to each client's individual needs.
Our CFA® and CFP® professionals combine rigorous investment analysis with hands-on portfolio management, delivering customized strategies with transparency, discipline, and a commitment to our clients' long-term interests.
Our Partners
Alex Kondeas is a Chartered Financial Analyst®, Certified Financial Planner™, and managing partner of Fierce Financial Group. Alex previously served as a tenured professor and Chair of the Department of Accounting, Economics, and Finance at Winston-Salem State University (WSSU), where he also coordinated the CFP® Board-registered program in Personal Financial Planning and directed the Center for Excellence in Financial Services.
Alex has published extensively on investing and economics and authored finance textbooks still used at universities today. With more than two decades of experience teaching finance and training new advisors entering the profession, he brings a depth of analytical expertise and academic rigor to Fierce’s investment philosophy.
Chris Cercy is a Certified Financial Planner™ and managing partner of Fierce Financial Group. After earning his degree in finance while studying economics and mathematics, Chris set out to understand the inner workings of traditional investment firms. After learning how large institutions routinely placed sales and commissions ahead of client outcomes, he built Fierce as a transparent, sales-free alternative.
He later partnered with his former finance professor and mentor, Alex, to shape Fierce into a firm defined by discipline and uncompromising fiduciary standards. Today, Chris focuses on portfolio management for high-net-worth and cross-border families, particularly those navigating complex international financial structures. His approach combines precision, clarity, and a strict commitment to protecting client interests.
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Our perspective on the markets — what moved, what mattered, and what we’re watching for our clients.
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Fierce (adj.) “Relentlessly dedicated to disciplined and strategic wealth management. We embody strength, precision, and transparency to help clients achieve their long-term financial goals.”
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